Company lists · Data refreshed September 2026
Top 25 Investment advisory services worldwide
RevenueBase identified 46,194 investment advisory services worldwide as of September 2026 and tracks 896,675 professional contacts across them, including 338,013 with verified work emails. The United States is the largest market and London the largest hub.
This list covers investment advisory services worldwide, matched on what each company actually does as described in its own words. Ranked by team size, largest first. Every row shows the company's own description, its RevenueBase Smart Search rating, and when it was last checked. Data refreshed September 20, 2026. Country and city lists for investment advisory services follow the table.
Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase Smart Search, the natural-language company search RevenueBase customers use to build their own targeted lists and unlock verified emails and direct dials at the companies on them. How these lists are built and judged.
The 25 largest investment advisory services worldwide
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 80,843 contacts → | ||||
Indirect evidence “Fidelity’s mission is to strengthen the financial well-being of our customers and deliver better outcomes for the clients and businesses we serve.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 2 | 42,985 contacts → | ||||
Indirect evidence “Edward Jones is a leading North American financial services firm in the U.S.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 3 | 38,382 contacts → | ||||
Partial evidence “At Northwestern Mutual, our financial advisors are ready to meet you where you are and stay with you long-term.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 4 | 32,808 contacts → | ||||
Indirect evidence “Founded in 1914, Merrill is one of the largest wealth management businesses in the world.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 5 | 24,672 contacts → | ||||
Indirect evidence “We are a community of 50 million who think-and feel-differently about investing.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 6 | 24,283 contacts → | ||||
Indirect evidence “At Ameriprise Financial, we have been helping people feel more confident about their financial future for over 130 years.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 7 | 14,682 contacts → | ||||
Indirect evidence “We’ve finally given a name to that special something a person exudes when they have a plan for their finances.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 8 | 13,910 contacts → | ||||
Partial evidence “With financial advisors serving our clients in all 50 states, Wells Fargo Advisors is headquartered in St.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 9 | 13,475 contacts → | ||||
Indirect evidence “LPL Financial Holdings Inc.(Nasdaq: LPLA) is among the fastest growing wealth management firms in the U.S.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 10 | 10,838 contacts → | ||||
Indirect evidence “Somos referência em investimentos.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 11 | 9,836 contacts → | ||||
Indirect evidence “Capital Group was established in 1931 in Los Angeles, California, and now has 31 offices around the globe.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 12 | 8,710 contacts → | ||||
Indirect evidence “Desde diciembre de 1996 trabajamos para ser los mejores asesores en retiro de las familias mexicanas.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 13 | 8,191 contacts → | ||||
Indirect evidence “We know what’s most important to you, attaining your personal goals, helping your family thrive, and leaving a meaningful legacy, so we help you manage your wealth in a way that…” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 14 | 6,589 contacts → | ||||
Indirect evidence “Experience the true value of advice with IG Wealth Management, where lifelong relationships and industry-leading expertise come together to secure your financial future.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 15 | 5,438 contacts → | ||||
Indirect evidence “Founded in 1995, Mirae Asset Sharekhan was one of the first brokers to introduce online trading in India.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 16 | 5,330 contacts → | ||||
Indirect evidence “Since 1919, Baird has guided families, businesses, communities and institutions toward their financial goals.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 17 | 5,197 contacts → | ||||
Indirect evidence “The right one can make all the difference when it comes to your money or life.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 18 | 5,152 contacts → | ||||
Partial evidence “Fisher Investments is an independent, fee-only investment adviser serving clients across three principal business units: US Private Client, Institutional and Private Client…” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 19 | 4,862 contacts → | ||||
Partial evidence “AllianceBernstein (AB) is a leading global investment management firm that offers diversified investment services to institutional investors, individuals, and private wealth…” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 20 | 4,819 contacts → | ||||
Indirect evidence “At J.P.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 21 | 4,468 contacts → | ||||
Partial evidence “At Equitable Advisors, we deliver personalized, goals-based financial guidance rooted in integrity, insight, and empathy.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 22 | 4,111 contacts → | ||||
Indirect evidence “There’s advice that can change your day.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 23 | 3,906 contacts → | ||||
Indirect evidence “En Grupo Financiero Inbursa estamos comprometidos con México, somos un Grupo Financiero que integra el mejor capital humano para cuidar y hacer crecer de la manera más eficaz el…” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 24 | 3,114 contacts → | ||||
Indirect evidence “Invesco is dedicated to helping investors around the world rethink possibility.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 25 | 3,000 contacts → | ||||
Partial evidence “At Janus Henderson, we are investors – we help clients define and achieve superior financial outcomes through differentiated insights, disciplined investments, and world-class…” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
RevenueBase Smart Search
RevenueBase Smart Search assesses information from a company’s LinkedIn profile, information supplied directly by the company, its website, and other publicly available sources. It uses that information to rate how closely the company relates to this list’s category: investment advisory services. Every row carries its rating and the description the rating was read from, so each one can be checked rather than taken on trust.
- Strong evidence
- The company's own public description of its business names investment advisory services.
- Partial evidence
- Its own public description names part of investment advisory services, so it works in or next to the category without describing itself that way.
- Indirect evidence
- The description shown does not name investment advisory services. The match rests on the rest of the company's public profile rather than the one sentence quoted here, so this is the rating to check first.
RevenueBase Smart Search is how these lists are built: RevenueBase's data engine and AI assemble the companies that match a category defined in a user's own words, so a list can be about what companies actually do rather than about whichever industry code they were filed under.
Showing 25 of 46,194 investment advisory services worldwide
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Investment advisory services worldwide at a glance
As of Sep 20, 2026Companies by employee count
Email recency is reported on each country list linked below.
How this list was built
Company categories are rarely black and white. RevenueBase reads each company's own description of its business to decide whether it belongs among investment advisory services, so some rows will be adjacent to the category rather than pure plays. The description and RevenueBase Smart Search rating on every row are there so you can check each match yourself.
- Source
- The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase Smart Search, the natural-language company search available to every RevenueBase user.
- Coverage
- Every country. Country and city lists for investment advisory services are linked below.
- What qualifies
- Companies worldwide whose own description of what they do matches “investment advisory services”. Matching reads each company's description, not its industry code or its name.
- RevenueBase Smart Search
- RevenueBase Smart Search is how this list is assembled and how each row is rated. RevenueBase's data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to a category defined in a user's own words. Each row is rated strong evidence (its own description names investment advisory services), partial evidence (it names part of the category) or indirect evidence (the description shown names none of it and the match rests on the rest of the company's profile). The description supporting each rating is quoted on the row.
- What we exclude
- Companies whose own description does not clearly place them among investment advisory services, and records with no verified work email.
- Match quality
- In blind human judging of this matching method, 86% of matched companies were on target. Expect roughly 1 in 7 rows to be adjacent to the category rather than a pure play. Every row shows the company's own description and its RevenueBase Smart Search rating so you can judge each match yourself. Read the full methodology: how the lists are built, how the judging worked, and what the figure means.
- Ranking
- Team size, largest first: companies are ordered by the number of professionals RevenueBase tracks at each one. Employee ranges shown are reported bands, for context.
- Verification
- Every listed company carries at least one verified work email, 338,013 across the full list. Contacts re-verify on a rolling cadence, and each contact's own verification date is shown inside RevenueBase.
- Refresh
- This page's figures were pulled from the company graph on September 20, 2026. Lists refresh periodically as the graph is re-checked.
- Corrections
- Wrong category, wrong headquarters, or a company that has closed? Use “Report an issue” on any row. Reports go to the RevenueBase Data Team and feed back into the company graph.
Investment advisory services by location
269 lists · largest firstEvery Investment advisory services list RevenueBase publishes, by country and city. Counts are matching companies in each list as of its own refresh date.
Countries
- Investment advisory services based in the United States21,634
- Investment advisory services based in India3,650
- Investment advisory services based in the United Kingdom2,907
- Investment advisory services based in Australia1,733
- Investment advisory services based in Canada1,686
- Investment advisory services based in France1,412
- Investment advisory services based in Brazil1,121
- Investment advisory services based in Germany812
- Investment advisory services based in South Africa616
- Investment advisory services based in Switzerland441
- Investment advisory services based in the Netherlands421
- Investment advisory services based in Mexico338
- Investment advisory services based in Spain276
- Investment advisory services based in the United Arab Emirates241
- Investment advisory services based in Italy195
- Investment advisory services based in Ireland194
- Investment advisory services based in Argentina192
- Investment advisory services based in Singapore179
- Investment advisory services based in Malaysia136
- Investment advisory services based in Israel112
- Investment advisory services based in New Zealand110
- Investment advisory services based in Belgium108
- Investment advisory services based in Nigeria103
- Investment advisory services based in Hong Kong91
- Investment advisory services based in Colombia89
- Investment advisory services based in Chile88
- Investment advisory services based in Sweden76
- Investment advisory services based in Türkiye76
- Investment advisory services based in Poland71
- Investment advisory services based in Austria70
- Investment advisory services based in Indonesia62
- Investment advisory services based in Thailand45
- Investment advisory services based in Portugal41
- Investment advisory services based in Denmark36
- Investment advisory services based in Mauritius36
Cities
- Investment advisory services based in London, United Kingdom598
- Investment advisory services based in Mumbai, India544
- Investment advisory services based in New York, United States532
- Investment advisory services based in Sao Paulo, Brazil394
- Investment advisory services based in Paris, France277
- Investment advisory services based in Atlanta, United States274
- Investment advisory services based in Houston, United States253
- Investment advisory services based in Sydney, Australia245
- Investment advisory services based in Pune, India243
- Investment advisory services based in Dallas, United States234
- Investment advisory services based in Chicago, United States222
- Investment advisory services based in New Delhi, India219
- Investment advisory services based in San Diego, United States204
- Investment advisory services based in Toronto, Canada201
- Investment advisory services based in Austin, United States179
- Investment advisory services based in Scottsdale, United States174
- Investment advisory services based in Charlotte, United States169
- Investment advisory services based in Denver, United States165
- Investment advisory services based in Miami, United States155
- Investment advisory services based in San Francisco, United States153
- Investment advisory services based in Kolkata, India151
- Investment advisory services based in Ahmedabad, India149
- Investment advisory services based in Boston, United States147
- Investment advisory services based in Los Angeles, United States147
- Investment advisory services based in Melbourne, Australia144
- Investment advisory services based in Bangalore, India139
- Investment advisory services based in Tampa, United States131
- Investment advisory services based in Portland, United States129
- Investment advisory services based in Johannesburg, South Africa121
- Investment advisory services based in Cincinnati, United States120
- Investment advisory services based in Phoenix, United States112
- Investment advisory services based in Irvine, United States110
- Investment advisory services based in Raleigh, United States110
- Investment advisory services based in Columbus, United States106
- Investment advisory services based in Overland Park, United States105
- Investment advisory services based in Vancouver, Canada104
- Investment advisory services based in Chennai, India102
- Investment advisory services based in Delhi, India102
- Investment advisory services based in Bengaluru, India101
- Investment advisory services based in Calgary, Canada101
- Investment advisory services based in Newport Beach, United States100
- Investment advisory services based in Indianapolis, United States98
- Investment advisory services based in Hyderabad, India97
- Investment advisory services based in Rio De Janeiro, Brazil93
- Investment advisory services based in Minneapolis, United States92
- Investment advisory services based in Seattle, United States92
- Investment advisory services based in Pittsburgh, United States90
- Investment advisory services based in Noida, India89
- Investment advisory services based in Omaha, United States88
- Investment advisory services based in San Antonio, United States88
- Investment advisory services based in Boca Raton, United States85
- Investment advisory services based in Birmingham, United States84
- Investment advisory services based in Grand Rapids, United States84
- Investment advisory services based in Rochester, United States82
- Investment advisory services based in Cape Town, South Africa81
- Investment advisory services based in Columbia, United States79
- Investment advisory services based in Richmond, United States79
- Investment advisory services based in Greenville, United States76
- Investment advisory services based in Las Vegas, United States73
- Investment advisory services based in Bellevue, United States72
- Investment advisory services based in Surat, India69
- Investment advisory services based in Zurich, Switzerland68
- Investment advisory services based in Jacksonville, United States67
- Investment advisory services based in Greenwood Village, United States66
- Investment advisory services based in Louisville, United States66
- Investment advisory services based in Orlando, United States65
- Investment advisory services based in Tulsa, United States65
- Investment advisory services based in Fort Lauderdale, United States64
- Investment advisory services based in Fort Worth, United States64
- Investment advisory services based in Madison, United States64
- Investment advisory services based in Montreal, Canada64
- Investment advisory services based in Wilmington, United States64
- Investment advisory services based in Colorado Springs, United States63
- Investment advisory services based in Springfield, United States63
- Investment advisory services based in Troy, United States63
- Investment advisory services based in Lexington, United States62
- Investment advisory services based in Plano, United States62
- Investment advisory services based in Washington, United States61
- Investment advisory services based in Gurgaon, India60
- Investment advisory services based in Nashville, United States59
- Investment advisory services based in Tucson, United States59
- Investment advisory services based in Sarasota, United States57
- Investment advisory services based in Pasadena, United States56
- Investment advisory services based in Ottawa, Canada55
- Investment advisory services based in Brisbane, Australia54
- Investment advisory services based in Salt Lake City, United States54
- Investment advisory services based in Walnut Creek, United States54
- Investment advisory services based in Memphis, United States53
- Investment advisory services based in Mississauga, Canada53
- Investment advisory services based in Naples, United States53
- Investment advisory services based in Gurugram, India52
- Investment advisory services based in Hamburg, Germany52
- Investment advisory services based in Winnipeg, Canada52
- Investment advisory services based in Lyon, France51
- Investment advisory services based in Edmonton, Canada50
- Investment advisory services based in Alpharetta, United States49
- Investment advisory services based in Bethesda, United States49
- Investment advisory services based in Knoxville, United States49
- Investment advisory services based in Brentwood, United States48
- Investment advisory services based in Cleveland, United States48
- Investment advisory services based in Geneva, Switzerland48
- Investment advisory services based in Oklahoma City, United States48
- Investment advisory services based in San Jose, United States48
- Investment advisory services based in Belo Horizonte, Brazil47
- Investment advisory services based in Edinburgh, United Kingdom47
- Investment advisory services based in Franklin, United States47
- Investment advisory services based in Lafayette, United States47
- Investment advisory services based in Manchester, United Kingdom47
- Investment advisory services based in Berlin, Germany46
- Investment advisory services based in Melville, United States46
- Investment advisory services based in Plymouth, United States46
- Investment advisory services based in Pretoria, South Africa46
- Investment advisory services based in Toulouse, France46
- Investment advisory services based in Virginia Beach, United States46
- Investment advisory services based in Coral Gables, United States45
- Investment advisory services based in Lake Oswego, United States45
- Investment advisory services based in Philadelphia, United States45
- Investment advisory services based in Porto Alegre, Brazil45
- Investment advisory services based in Lincoln, United States43
- Investment advisory services based in Mclean, United States43
- Investment advisory services based in Westlake Village, United States43
- Investment advisory services based in Baton Rouge, United States42
- Investment advisory services based in Buffalo, United States42
- Investment advisory services based in Curitiba, Brazil42
- Investment advisory services based in Glasgow, United Kingdom42
- Investment advisory services based in Leeds, United Kingdom42
- Investment advisory services based in Perth, Australia42
- Investment advisory services based in Bloomington, United States41
- Investment advisory services based in Bristol, United Kingdom41
- Investment advisory services based in Fort Collins, United States41
- Investment advisory services based in Jackson, United States41
- Investment advisory services based in Kansas City, United States41
- Investment advisory services based in West Des Moines, United States41
- Investment advisory services based in Greensboro, United States40
- Investment advisory services based in Red Bank, United States40
- Investment advisory services based in Adelaide, Australia39
- Investment advisory services based in Charleston, United States39
- Investment advisory services based in Chattanooga, United States39
- Investment advisory services based in Rockville, United States39
- Investment advisory services based in West Chester, United States39
- Investment advisory services based in St. Louis, United States38
- Investment advisory services based in Stamford, United States38
- Investment advisory services based in Albuquerque, United States37
- Investment advisory services based in Frisco, United States37
- Investment advisory services based in Pittsford, United States37
- Investment advisory services based in Reston, United States37
- Investment advisory services based in Ann Arbor, United States36
- Investment advisory services based in Baltimore, United States36
- Investment advisory services based in Bordeaux, France36
- Investment advisory services based in Honolulu, United States36
- Investment advisory services based in Sacramento, United States36
- Investment advisory services based in The Woodlands, United States36
- Investment advisory services based in Bloomfield Hills, United States35
- Investment advisory services based in Boise, United States35
- Investment advisory services based in Carmel, United States35
- Investment advisory services based in Little Rock, United States35
- Investment advisory services based in Marietta, United States35
- Investment advisory services based in Milwaukee, United States35
- Investment advisory services based in Navi Mumbai, India35
- Investment advisory services based in Reno, United States35
- Investment advisory services based in Roseville, United States35
- Investment advisory services based in Arlington, United States34
- Investment advisory services based in Englewood, United States34
- Investment advisory services based in Southfield, United States34
- Investment advisory services based in Vienna, United States34
Frequently asked
What is RevenueBase Smart Search?
RevenueBase Smart Search is how RevenueBase decides which companies belong on this list and how strongly each one fits. Its data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to the category the list is about. Each row is rated strong evidence when the company's own description names investment advisory services, partial evidence when it names part of the category, and indirect evidence when the description shown names none of it and the match rests on the rest of the company's profile.
How many investment advisory services are there worldwide?
RevenueBase identified 46,194 investment advisory services worldwide as of September 2026, matched on each company's own description of what it does rather than its industry code.
What is the largest company on this list?
Fidelity Investments, headquartered in Boston, tops this list with the largest team on record.
Which country has the most investment advisory services?
The United States leads with 21,634 companies, followed by India (3,650) and the United Kingdom (2,907). Every investment advisory services list by country and city is linked on this page.
Which city has the most investment advisory services?
London leads with 632 headquartered companies, followed by Mumbai (545) and New York (532).
How do I get contact information for these companies?
A free RevenueBase account lets you run this exact search and work the top results, verified emails and direct dials included. Upgrading unlocks all 338,013 verified decision-maker contacts tracked across these 46,194 companies.
How current is this list?
The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 20, 2026.
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About this data
RevenueBase is a B2B data infrastructure company. Its company graph covers 60 million companies and 398.9 million professional contacts, with emails verified on a rolling cadence rather than scraped once and left to decay. These company lists are generated directly from that graph with RevenueBase Smart Search, the same natural-language company search every RevenueBase user has: describe a market in plain words, get the companies that match, and add verified emails and direct dials for the people at them. It is the same data that powers RevenueBase's B2B data products, and a free account includes 500 credits to start. How these lists are built and judged.